Tim Devencenzi

Administrative Assistant

Tim Devencenzi*, Administrative Assistant

Tim graduated in 2017 from Saint Mary's College of California with a degree in Finance.  He has excelled in his course work graduating with honors (Cum Laude).

While attending college Tim worked in the Central Services Department at Saint Mary's College for 2 years where he was the Assistant to the Director of the Department. Tim gained valuable experience working with faculty and staff members of the college to ensure that all their needs were met.

Tim's primary career goal at this time is working towards becoming a Certified Financial Planner licensee. Currently, he is involved with all aspects of our firm from operations, administration, marketing and especially client services.  He is passionate about providing clients with a high level of personalized service. Tim joined our firm because he is excited about the opportunity to make a difference in people’s lives through the financial planning process.

Tim's hobbies include playing golf and baseball. Tim is an avid fan of the San Francisco Giants, Golden State Warriors, and Oakland Raiders.





Phone 925-357-8320 x 104